How to limit Managers to individual territories?

Limiting Data of a Territory Manager

Repsly allows the Account Manager to limit other Managers to specific territories. Repsly makes it possible to assign a territory to another manager so that when the Territory Manager logs in, they will only be able to see data from their specific territories.

How to Limit Managers to their specific territories or territory

1. Click on the Gear Icon.

2. Click on Settings.

3. Click on Backoffice users.

4. Select the Backoffice user to limit.

5. Then, restrict access to territories. This will allow Managers to select territories to limit to that specific user.

6. Click Save to update the Manager's access.

Results

The next time that the affected Manager logs in, they will only have access to those territories defined by the Backoffice user.